The exception report provides an overview of all service finances for clients. The report compares hours/mileage/expenses to the values spent in each area which is tabulated for quick referencing. This report is an excellent way to quickly determine which clients have been invoiced by end of invoicing period by filtering through date or area.
When viewing the exception report you can filter based on Client Area
by choosing from the available categories Hours, Mileage & Expenses.
or by Calendar Select
You can either download the report as a CSV file or print it.
To export, select the download file icon
Click on the CSV option. This will send a notification to your ShiftCare account (which may appear as a blue bar across the page).
You'll also receive a flag notification at the top right of the page
NOTE: You may need to refresh your page to receive the flag notification.
Once you have received the notification, click on it to be redirected to the communications page where a download file link will be available.
Click download file. This will bring up a prompt bar with the options to Open, Save or Cancel. Select the option that is most appropriate to you (note that you can save the file once you've opened it).
Like with all other reports exported from ShiftCare, this report will be downloaded and displayed as an Excel document.
NOTE: The report will only display information for the selected category (Hours, Mileage or Expenses). So if you wish to download all data you will need to select each category and download it separately.